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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,430 | $100,911-80.7% | $90,440-78.5% | $158,966-87.8% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 26.37% | 1726.62%-1700.2pp | 1294.38%-1268.0pp | 302.95%-276.6pp |
| Employer contribution / active EE | $1,031 | $3,690-72.1% | $3,263-68.4% | $4,762-78.4% |
| Participant deferral / active EE | $1,677 | $4,348-61.4% | $3,964-57.7% | $5,983-72.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |